《大行》高盛維持明源雲(00909.HK)「中性」評級 目標價上調至2.25元
高盛發表研究報告指,明源雲(00909.HK)日前發布中期盈喜,預計上半年淨利潤將介乎1,209萬至1,541萬元人民幣,對比該行預測淨虧損1.41億元人民幣及市場平均預測淨虧損8,500萬元人民幣。
高盛認為,明源雲上半年盈利表現超出預期,主要源於成本控制較理想,目前維持2025至2027年收入預測基本不變,但將經調整淨利潤預測上調107%、57%及46%,預測2025年收入持平,經調整淨利潤達1.17億元人民幣。基於現金流折現估值法,高盛將明源雲的目標價從2元上調至2.25元,維持「中性」評級。
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